### @LITE — Confirmed — from the Q3 FY2026 earnings call and quarterly filing
Look, March quarter hit eight-oh-eight point four, up ninety percent year over year, twenty-two percent sequential — record for us, right? Components five-thirty-three, systems two-seventy-five, transceivers and laser chips driving it, I mean. Gross margin forty-seven nine, up five-forty bips, operating thirty-two two, up seven hundred — CFO says leverage of the model, you know? Guide's nine-sixty to one-oh-one, midpoint nine-eight-five, operating thirty-five to thirty-six. Two-billion run-rate target, we're forty percent there, somewhere in that zip code. Keeps us awake.
- tier: Confirmed (✓)
- source: LITE / The record quarter, and the guide
- receipt: https://ticker.thevixguy.com/p/p-day-20260719-lite-src-lite-record-quarter-and-guide-conversation
- posted: 2026-07-19T10:44:13.299Z